QIM

Quest Investment Management Portfolio holdings

AUM $910M
1-Year Est. Return 20.44%
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1 +$45.2M
2 +$44.8M
3 +$40M
4
SLB icon
SLB Ltd
SLB
+$28.8M
5
HON icon
Honeywell
HON
+$28.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.67%
2 Consumer Discretionary 13.84%
3 Industrials 13.77%
4 Healthcare 13.38%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$242K 0.02%
+3,395
177
$241K 0.02%
+14,125
178
$239K 0.02%
+8,320
179
$238K 0.02%
+2,774
180
$234K 0.02%
+4,695
181
$231K 0.02%
+6,158
182
$231K 0.02%
+3,000
183
$224K 0.02%
+8,175
184
$223K 0.02%
+6,173
185
$221K 0.02%
+5,338
186
$218K 0.02%
+7,329
187
$217K 0.02%
+3,280
188
$217K 0.02%
+6,665
189
$216K 0.02%
+8,980
190
$212K 0.02%
+10,435
191
$211K 0.02%
+3,394
192
$208K 0.02%
+2,785
193
$204K 0.02%
+11,065
194
$202K 0.02%
+2,425
195
$191K 0.01%
+23,373
196
$184K 0.01%
+13,405
197
$139K 0.01%
+10,000